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Heather Shepherd & Co

calling all online service providers

If you’re struggling to know your business numbers, it’s time to outsource your bookkeeping

^^ That’s where I come in by giving your business books the attention to detail that it needs so your business THRIVES financially.

Are you ready? You’re business says, “YES!”

Bookkeeping

A done-for-you, high-level ongoing bookkeeping service so you can focus on the parts of your business that light you up while I focus on the numbers so you can grow your profits.

  • Comprehensive Diagnostic Review – a detailed report of my findings and recommendations of what needs to be done to ensure your business books are complete and accurate.
  • Catch-up or clean-up if you’ve fallen behind on your financial record-keeping
  • Initial set-up of financial accounts in QuickBooks Online
  • On-going monthly bookkeeping – accurate and timely records are tracked using customized categories in the Chart of Accounts.
  • Monthly financial reporting – so you can understand what’s going on in your business and keep you on track with your financial goals
  • Monthly bank reconciliations – monthly bank statements are matched with transactions in QuickBooks Online.

Minimum monthly package starts at $97 per month. This is if you have one bank account and less than 10 transactions per month and your QBO subscription.

Your business is unique and so are your bookkeeping needs. I will create a customer, fixed rate price for you so you’re not paying for services you don’t need.

Let’s talk bookkeeping!

Frequently Asked Questions

Yes, especially if you don’t like keeping up with your financials month by month. But how do you know when it’s time to hire a bookkeeper? Here are 5 signs that it’s time to outsource bookkeeping:

  • You’re wasting too much time on bookkeeping tasks
  • You’ve fallen behind on keeping the books up-to-date
  • You don’t have financial visibility
  • You have cash flow problems
  • You’re making mistakes
  • You scramble at tax time
  • You have growth plans for your business

Hiring a virtual bookkeeper is more cost effective that hiring an in-house employee. Virtual bookkeepers give you a way to reinvest in your business by saving you money that an in-house bookkeeper would cost.

I can help with that! I provide catch-up bookkeeping during the onboarding process.

I am a QuickBooks Certified Pro Advisor and use QuickBooks Online to complete monthly and quarterly bookkeeping services. I work with QuickBooks Simple Start, Essentials, Plus, and Advanced. If you don’t have a current subscription, I can help you get that set up and get you a monthly discount.

I am not a CPA – I am a bookkeeper who organizes your small business finances each month at a lower cost than what most CPA’s charge.

I do not provide any tax services. I prepare your financials so they are organized and ready to give to your tax accountant when it’s time. I will work with them if they have questions or need anything modified with your books.

Ready to Get Started?

Your business is my business…

…which means you get the very best of my skills, attention, and commitment to your project all while making lasting business relationships.

start the process

Still have more questions?

Simply start here: fill out this form so I can know a little bit about your business and then we can have a 15 minute chat!

Answer my questions!

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